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How to Set Up a Nonprofit Organization

The essential guide to starting your nonprofit from scratch.

Establishing a Nonprofit Today

Are you inspired to start a nonprofit to help serve your community? Kudos! There are just a few steps to set up a nonprofit organization and you can hit the ground running. This setup process might be intimidating to some, but with a little help we’re certain you can do it.

Our new guide outlines the nonprofit setup process in simple terms so you can ensure no stone is left unturned as you set out to change the world.

You'll learn how to:

      1. Obtain nonprofit materials from your state’s corporate filing office.
      2. Choose a name for your organization.
      3. File formal paperwork with your state.
      4. Decide whether to apply for federal and state tax exemptions.
      5. Get special permits/licenses (if needed).
      6. Get started with detailed steps and helpful links.

Download the Nonprofit Setup Guide

Nonprofit Setup Guide

More Nonprofit Resources

Sample Reports

Sample Forms & Letters

Running an Organized Nonprofit

Setting Up Your Nonprofit

Give the Treasurer's Report

Treasurer Transitions

Budgeting Help

Getting More Volunteers

Treasurer How To's

Bank Reconciliation

Fundraising

Fraud Prevention

Banks & Insurance

Nonprofit Leadership Guide

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Included in the MoneyMinder Bank Integration add-on for $59/year.

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MoneyMinder StoreSet up a MoneyMinder Store free. Just pay 0.4% /transaction*

Setup and activate a custom, secure online store in your PRO account. Collect payments for anything: fundraisers, membership dues, event tickets and more!

*Transaction fees apply for credit card and e-check purchases.

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Bank Integration MoneyMinderConnect your Bank, Square and PayPal accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.

— Import bank transactions
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— Integrate Square and PayPal

Included in the MoneyMinder Bank Integration add-on for $59/year.

Search over 12,000 banks to see if your institution is supported. Not sure about a full bank integration? The add-on also gives you the ability to import QFX, QBO, or OFX reports.

Email us to turn on Bank Integration: [email protected]

Connect to Your Square Account

SquareConnect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your Square Integration:
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Connect Your PayPal Account

PaypalConnect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.

— Import transactions
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— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

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Get More for Your Membership with Join It

JoinItJoin It is a membership management service that helps businesses and nonprofits effectively sell, track, and grow their membership.

Integrate MoneyMinder and Join It to automatically sync up your membership and payments. Membership payments are imported into your Join It bank account and Members are inserted into your MoneyMinder contacts seamlessly when they are created or updated.

There is no additional charge for this integration.

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© 2023 MoneyMinder. All Rights Reserved.

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